← All themes Semiconductors

Semicap & Lithography

Semiconductor capital equipment covers the deposition, etch, inspection, and lithography tools that turn a wafer into a chip. The most advanced lithography has a single supplier, which makes the group a chokepoint on the whole industry.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	ProShare Advisors Bethesda, Maryland	$17.9M	+$17.7M	12	0.35%	New
252	DCM Dupont Capital Management Wilmington, Delaware	$17.7M	+$17.5M	3	0.33%	New
253	NI Nuance Investments Kansas City, Missouri	$17.6M	+$17.9M	1	5.51%	New
254	Whale Rock Capital Management Boston, Massachusetts	$17.5M	+$16.8M	1	3.95%	New
255	GACM Green Arrow Capital Management New York	$17.4M	+$17.4M	3	1.41%	New
256	Gotham Asset Management New York	$17.4M	+$17.3M	5	0.75%	New
257	Munder Capital Management Birmingham, Michigan	$17.3M	+$16.5M	5	0.15%	New
258	Arizona State Retirement System Phoenix, Arizona	$16.9M	+$16.8M	9	0.23%	New
259	Mutual of America Capital Management New York	$16.9M	+$16.7M	7	0.5%	New
260	RCM Riverhead Capital Management Wilmington, Delaware	$16.8M	+$16.4M	4	0.56%	New
261	US Bancorp Minneapolis, Minnesota	$16.5M	+$16.3M	10	0.08%	New
262	IRF IBM Retirement Fund Armonk, New York	$16.3M	+$16.1M	3	0.2%	New
263	WSA Wall Street Associates Lajolla, California	$16.1M	+$15.4M	5	1.64%	New
264	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$16M	+$15.9M	1	2.15%	New
265	Dana Investment Advisors Waukesha, Wisconsin	$15.7M	+$15.5M	2	1.19%	New
266	WAM World Asset Management Detroit, Michigan	$15.5M	+$15.6M	6	0.36%	New
267	NPIC Neumeier Poma Investment Counsel Carmel, California	$15.5M	+$15.8M	2	4.04%	New
268	Irish Life Investment Managers Dublin, Ireland	$15.4M	+$15.2M	9	0.2%	New
269	KBC Group Brussels, Belgium	$15.4M	+$15.1M	6	0.29%	New
270	Silvercrest Asset Management New York	$15M	+$15.3M	2	0.32%	New
271	DSI Daiwa SB Investments Tokyo, Japan	$14.7M	+$14.4M	1	2.49%	New
272	CAM ClariVest Asset Management San Diego, California	$14.6M	+$14.6M	4	0.65%	New
273	CAM Cortina Asset Management Milwaukee, Wisconsin	$14.5M	+$14.8M	2	0.57%	New
274	ACP Ashfield Capital Partners San Francisco, California	$14.5M	+$13.9M	1	0.78%	New
275	TAM THB Asset Management Norwalk, Connecticut	$14.3M	+$14.5M	2	0.95%	New